Using Seamless Planning with SAP Datasphere

Objective

After completing this lesson, you will be able to use seamless planning with SAP Datasphere.

Integrated Data and Analytics

What is Seamless Planning?

Seamless planning is the integration of SAP Analytics Cloud and SAP Datasphere using SAP Analytics Cloud for planning and SAP Datasphere as a data platform creates a seamless planning solution.

Watch this short video introduction to find out how it works.

Requirements

All SAP Analytics Cloud planning features are available for seamless planning models, including SAP Analytics Cloud predictive scenarios, however, there are some requirements. To use seamless planning:

  • SAP Analytics Cloud has to run on HANA Cloud.
  • SAP Analytics Cloud and SAP Datasphere tenants have to be linked for seamless planning in a 1:1 relationship by the system owner. Linking will enable the selection of SAP Datasphere spaces as the data storage location for the supported object types.
  • One SAP Analytics Cloud tenant can be linked with only one SAP Datasphere tenant.
  • You need to own licenses for both SAP Analytics Cloud and SAP Datasphere. In the seamless planning scenario, you would license the planning functionality via SAP Analytics Cloud users and license the hardware (storage, memory, compute) required for planning via SAP Datasphere capacity units.

Note

  • Only seamless planning models in Optimized Design Experience can be consumed.
  • The deployment of classic account models to SAP Datasphere is not supported.

More information and commonly asked questions can be found in the Technology Blogs by SAP post on seamless planning FAQ.

SAP Datasphere as a Data Storage Location

Create the Model

You still build your model in SAP Analytics Cloud even if you choose to store your data in SAP Datasphere. To create a model from a file that uses SAP Datasphere as the data storage location:

  1. In the Modeler in SAP Analytics Cloud, create a new model.
  2. In the Data Storage Location dialog, select SAP Datasphere. From the dropdown menu, select your SAP Datasphere space. Select Next. If you select SAP Analytics Cloud, then you cannot use seamless planning.
  3. In the Select a data source dialog, select File (Local File or File Server).
  4. In the Create Model from File dialog, use the Select Source File button, navigate to the file and select it. Once you select it, select Import.
The steps to creating a model that uses an SAP Datasphere space as the data storage location.

Expose the Model to SAP Datasphere

If you want to enable SAP Datasphere users to consume the model in SAP Datasphere, then model needs to be exposed. To do this:

  1. Enable Planning Capabilities by selecting the toggle.
  2. Select Edit.
  3. In the SAP Datasphere Fact Table dialog, name the fact table. Select OK.
  4. Save the model.
The model created from a file with the Builder panel open. Steps 1-4 as identified above the screenshot are included.

SAP Analytics Cloud models expose the underlying data foundation as a Local Table (Fact), while the public dimension tables expose the master data as a Local Table (Dimension) associated with a translation table (storing the multi-language descriptions) and, in the future, hierarchy tables.

The model created from a file with the Builder panel open. Data Storage (SAP Datasphere section is highlighted with the model showing as Exposed.

Once a model is exposed, SAP Datasphere can use SAP Analytics Cloud-exposed objects in graphical views, SQL views, analytic models, transformation flows, for example. However, remember that SAP Analytics Cloud objects appear in read-only mode in SAP Datasphere, meaning that SAP Datasphere modelers cannot make structural changes to these objects.

Create a Model for Using SAP Datasphere as the Storage Location

Task 1: Create a Model for Plan Data Using the Data First Approach

Task Flow: In this practice exercise, you will:

  • Create a model in SAP Analytics Cloud from a file and connect it to an SAP Datasphere space
  • Configure the model Version and Date dimensions
  • Enable planning capabilities in the model
  • Expose the model to SAP Datasphere

Task 2: Create a Model for Actual Data Using the Data First Approach

This in an optional exercise. The process for creating a model with actual data and exposing it to SAP Datasphere is the same as creating the model for plan data, however, it is included to show how the model is set up as it is used in the other exercises in the lesson.

Task Flow: In this practice exercise, you will:

  • Create a model in SAP Analytics Cloud from a file and connect it to an SAP Datasphere space
  • Configure the model Version and Date dimensions
  • Enable planning capabilities in the model
  • Expose the model to SAP Datasphere

Fact Tables in SAP Datasphere

Access the SAP Datasphere Space

To access the fact table that was created when you exposed the model, open the SAP Datasphere space in the Data Builder.

SAP Datasphere Data Builder with the SACP21_41SEAMLESS_PLAN space highlighted.

View the Data

In the Data Builder of SAP Datasphere, you can see that the SAP Analytics Cloud model was successfully deployed and the SAP Analytics Cloud model was exposed with the semantic type Fact.

SAP Datasphere Data Builder with Fact_Table_Plan_Data highlighted.

When you open the fact table and select Data Viewer, you can view the model data. Since the model was exposed in read-only mode, you cannot change the structure from the Data Builder. Nevertheless, you can consume the model as the source in other workflows such as analytic models.

SAP Datasphere Data Builder fact table with Data Viewer selected. Model data is displayed in read-only mode.

Check the Fact Table in SAP Datasphere for the SAP Analytics Cloud Model

Task Flow: In this practice exercise, you will:

  • Access the Data Builder in SAP Datasphere
  • Check the fact table for the newly created SAP Analytics Cloud model

Seamless Planning in an SAP Analytics Cloud Story

To use seamless planning for your plan data, you first have to create an Optimized Design Experience story in SAP Analytics Cloud using the model that you created and exposed to SAP Datasphere.

  1. In your story, update the plan data. In the example below, you can see Plan Sales Revenue was updated.
  2. Select the Advanced Publish option from the dropdown menu.
  3. In the Publish or Revert Data by Version dialog, select the Publish icon.
  4. Check the SAP Datasphere fact table to see the change to the plan data.
SAP Analytics Cloud story showing steps 1-3 listed above the screenshot and SAP Datasphere data builder with the fact table showing the change (step 4).

Use Seamless Planning with Plan Data

Task 1: Create a Seamless Planning Story

Task Flow: In this practice exercise, you will:

  • Create a story in SAP Analytics Cloud
  • Configure the planning story

Task 2: Plan in a Seamless Planning Story and Check the Fact Table in SAP Datasphere

Task Flow: In this practice exercise, you will:

  • Update and publish the Sales Revenue plan data in the SAP Analytics Cloud story
  • Check the fact table in SAP Datasphere to view the change

Graphical Views and Analytic Models in SAP Datasphere

In SAP Datasphere, there are a variety of different ways that you can prepare data for consumption. In this lesson, we will create a model in SAP Datasphere using a Graphical View to query the SAP Analytics Cloud fact tables for sales revenue plan data and actual data.

Remember, the data models for plan data and actual data were created using the SAP Datasphere Data First approach. Meaning models were created in SAP Analytics Cloud using a file, an SAP Datasphere space was selected as the data storage location, and the model was exposed to SAP Datasphere.

Create a Graphical View

To create a graphical view using the fact tables created from the SAP Analytics Cloud model:

  1. In SAP Datasphere, go to Data Builder.
  2. Select the SAP Datasphere space that was exposed to the model.
  3. Select the fact table, in the following example, Fact_Table_Plan_Data is selected.
  4. Select New Graphical View.
SAP Datasphere Data Builder (1), in the SACP21_41_Seamless_Plan (2) with the Fact Table Plan Data checkbox selected (3) and New Graphical View (4).

Combine the Plan and Actual Fact Tables

Since we want to combine the data from the two fact tables, we use the Union operator in the graphical view.

  1. Drag the first data source, in this example, Fact_Table_Plan_Data onto the canvas.
  2. Drag the second data source, Fact_Table_Actual_Data and drop it onto the Union operator.
SAP Datasphere Graphical View with the fact table fro plan data being dragged and dropped onto the canvas (1) and then the actual data fact table being dropped on the Union operator (2).

Map the Dimensions and Measures

The graphical view setup requires mapping between the dimensions and the measure of both data sources. Once the mapping is complete, save the graphical view.

SAP Datasphere Graphical View Union Properties on the right with mapping.

Deploy the Graphical View

Configure and deploy the graphical view by completing the following steps:

  1. Toggle Expose for Consumption to On.
  2. Toggle Run in Analytical Mode to On.
  3. Deploy the view.
  4. Once the Status is set to Deployed, select Create Analytic Model.
Configure and deploy the view using steps 1-3 as detailed above the screenshot. Wait until the status is set to Deployed.

Hint

If the Status does not immediately update to Deployed, refresh the browser.

Deploy the Analytic Model

  1. Update the name of the model. It is also possible to change the name when it's deployed.
  2. Select Deploy. Once deployed, graphical view changes color as shown in the following example, and the Status updates to Deployed.
  3. To view the model, select Preview.
Configure and deploy the model using steps 1-3 as detailed above the screenshot. Wait until the status is set to Deployed before previewing.

Preview the Analytic Model in SAP Datasphere

Once the analytic model is deployed, it's ready for consumption in SAP Analytics Cloud. In the following example, you can see the plan data that was updated earlier in the lesson.

SAP Datasphere model with data previously viewed in the fact table highlighted.

Create a Graphical View and Analytic Model in SAP Dataphere

Task Flow: In this practice exercise, you will:

  • Access the fact table in the SAP Datasphere Data Builder
  • Create and deploy a Graphical View in SAP Datasphere
  • Create and deploy an analytical model in SAP Datasphere
  • Preview the analytical model in SAP Datasphere

Seamless Planning Using an SAP Dataphere Model

To use seamless planning for your actual data, you first have to create an Optimized Design Experience story in SAP Analytics Cloud using the model that you created and deployed in SAP Datasphere.

  1. In the Select Dataset or Model dialog, select the SAP Datasphere storage location.
  2. Select the SAP Datasphere space.
  3. Select the SAP Datasphere analytic model.
The Select Dataset or Model dialog, with steps 1-3 as described above shown.

In the following example, you can see the plan data that was updated earlier in the lesson.

SAP Analytics Cloud story using an SAP Datasphere model.

Create a Seamless Planning Story Using an Analytical Model Created in SAP Datasphere

Task Flow: In this practice exercise, you will:

  • Create and configure a planning story in SAP Analytics Cloud
  • Use the analytical model created in SAP Datasphere as the data source

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